Zixflow MCP for AI. Manage your full sales lifecycle and track wallet movements.
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…and any MCP-compatible client
Connect to your AI in seconds.
Zixflow manages your entire sales data stack—from contact records to wallet activity. This MCP lets your AI agent read, write, and update People and Company details in real-time.
It also tracks all transactions against your Zixflow wallet balance directly from a natural language prompt.
What your AI can do
List collections
Shows all available data collections in your workspace (like People or Company).
Create collection record
Adds a brand-new record to any designated collection, whether it's for a person or company.
Delete collection record
Removes an existing record from a specific collection when the data is no longer needed.
List every data grouping available in your workspace to understand your CRM structure.
Change specific fields on an existing record, like a company's address or a person's job title.
Add brand new contacts or companies to any collection with detailed field mapping.
Pull specific records by applying complex JSON filters, so you don't get irrelevant data dumps.
Review a history of every transaction and balance change associated with your Zixflow wallet.
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Zixflow: 7 Tools for Collection Management
Use these tools to create, read, list, update, and delete records in your Zixflow collections, plus access financial transaction history.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Zixflow on VinkiusList Collections
Shows all available data collections in your workspace (like People or Company).
Create Collection Record
Adds a brand-new record to any designated collection, whether it's for a person or...
Delete Collection Record
Removes an existing record from a specific collection when the data is no longer...
Get Record Details
Retrieves all specific information for one single, known record ID.
List Collection Records
Pulls a list of records from a collection, using JSON filters to narrow down the...
List Wallet Transactions
Generates a history list of every transaction and balance change associated with the Zixflow wallet.
Update Collection Record
Modifies existing data fields on any record that already exists in a collection.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Zixflow integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Zixflow, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zixflow. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 7 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Pain of Disconnected Customer Data
Today, updating a contact's status means opening the CRM, finding the right record ID, manually changing the dropdown menu, and hoping you didn't forget to update the related spreadsheet. If you need to clean up stale records or search across multiple collections, it’s a tedious process of clicking through dashboards and copy-pasting data points.
With this MCP, your agent handles it all. You simply instruct your AI client: 'Find all people in the People collection whose status is 'Lead' but who haven't been updated since last quarter.' The system finds the records, filters them using list_collection_records, and gives you a clean result. What you get back is immediate clarity.
Accessing Collection Records with Zixflow
The biggest time-saver is the ability to perform targeted writes. You no longer need to copy an ID and paste it into a separate update form; you just tell your agent, 'Update Company 98765's main contact email,' and it executes the change directly.
This capability lets you build automation that never breaks because the interaction is always natural language based. It’s reliable, fast, and keeps your entire workflow inside your conversation interface.
What your AI can actually do with this
This connector links any AI client straight into your Zixflow workspace for sales and CRM work. Instead of jumping between tabs or logging into multiple systems, you talk to your agent and it handles the data changes. You can list every collection configured in your account, pull specific contact information, or update a lead's status—all with simple instructions.
Need to clean up old records? It’ll delete them for you. The system also keeps track of all financial movements, giving you a clear history of wallet transactions. Because the data here includes sensitive PII and finance info, security matters. Vinkius handles this by routing your credentials through a zero-trust proxy; your keys are used only in transit—they never sit on disk.
This means you can focus on selling and managing records, knowing the platform keeps everything locked down.
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Here's how it actually works
The bottom line is: You talk naturally; the MCP executes structured API calls and reports back with the results.
Subscribe to the MCP and provide your Zixflow API Token.
Connect that token to your preferred AI client (like Claude or Cursor).
Tell your agent exactly what you need—for example, 'Update John Doe's status in the People collection.' The agent handles the rest.
Who is this actually for?
Sales Operations Managers, Growth Leads, and Account Executives who are tired of manual data entry or spending time piecing together status updates from disparate spreadsheets. You need a single source of truth for your customer records and finances.
When you close a deal, you tell the agent to update the contact record with the new revenue figure and change the status from 'Prospect' to 'Client'.
You use it to run reports on collections across multiple groups or delete records that are no longer valid, keeping your database clean.
You automate the creation of new leads and company profiles based on campaign data without touching the API playground.
What Changes When You Connect
Maintain data hygiene by using the delete_collection_record tool. You can remove junk records via natural language, keeping your database reliable for future searches.
Instantly update lead statuses or company details using update_collection_record. This means you spend zero time switching between interfaces to log a simple change.
Need context? Use get_record_details to pull all the specific data points on one record without running an entire list query, saving both effort and tokens.
Track your finances alongside your sales. The list_wallet_transactions tool gives you full visibility into how money moves in your Zixflow account.
When launching new campaigns, use create_collection_record to bulk-add contact data immediately, automating the initial setup phase.
See it in action
The Quarterly Audit
An ops manager needs a list of all active companies and their current lead status. They ask their agent to use list_collections followed by list_collection_records, receiving an immediate, filtered JSON report without writing any queries themselves.
Closing the Loop
A sales rep just got a client's email and new contract value. Instead of opening three different tabs, they ask their agent to update_collection_record with the new details for that contact.
Financial Reconciliation
The finance team needs to verify if the last campaign expense was logged correctly. They simply prompt the agent to list_wallet_transactions, getting a clean, chronological report instantly.
Onboarding New Leads
A growth manager receives 50 new contacts via an external source. They ask their agent to use create_collection_record fifty times, populating the People collection in bulk and keeping everything structured.
The honest tradeoffs
Trying to get all data at once
Asking the agent for 'all contacts and their history.' This results in massive, unusable data dumps that require manual filtering.
First, use list_collections to confirm the collection name. Then, restrict your scope by using list_collection_records with precise JSON filters so you only get exactly what you need.
Manual record changes
Logging into the Zixflow UI and manually clicking through status updates for five different leads.
Use update_collection_record. Tell your agent to change a specific field on a known ID, doing it faster and more reliably than any click path.
Ignoring financial context
Assuming that sales activity automatically updates the billing account balance.
Always verify. Use list_wallet_transactions first to confirm the current state of the wallet before making assumptions about spending or revenue.
When It Fits, When It Doesn't
Use this MCP if your primary pain point is managing structured customer data and financial records across a single platform. You need an agent that can perform CRUD operations on collections (People/Company) AND track transactions. Don't use it if you just need to read simple, static text documents; for that, you'd look at a document-indexing or knowledge base MCP. If you only care about messaging history and never touch records, don't bother with this one—use a dedicated Messaging MCP instead.
Questions you might have
How do I find out what collections are available using list_collections? +
You use the list_collections tool. This command shows you all the core data groupings, like 'People' or 'Company,' so your agent knows where to look for records.
Can I update a record without knowing its ID? (update_collection_record) +
No. The update_collection_record tool requires the specific unique ID of the record you want to change. You typically need to use get_record_details or list_collection_records first to find that ID.
What is the best way to check my spending? (list_wallet_transactions) +
Use list_wallet_transactions. This tool provides a full history of every financial movement in your Zixflow wallet, letting you reconcile expenses against revenue.
Is it safe to use this for my client data? (general security question) +
Yes. Because the MCP runs on Vinkius, which enforces all calls inside an isolated sandbox and uses a zero-trust proxy for credentials, your key never sits on disk.
How do I use the JSON filtering mechanism when running list_collection_records? +
You provide a structured JSON body in your request. This allows you to filter records by specific field values, sorting criteria, or date ranges; it's much more precise than simple keyword searches.
What are the required input parameters for create_collection_record? +
To run create_collection_record, you must specify which collection the record belongs to. You also need all mandatory field data and a unique identifier for that specific entry.
What happens if I accidentally use delete_collection_record on the wrong set of data? +
The system requires explicit confirmation before any deletion takes place, giving you a chance to verify your target records. It's always best to run list_collection_records first for review.
If I need specific details about one record, how does get_record_details work? +
You simply provide the unique ID of the record you want details on. The tool then returns all associated data points and status information without needing to list entire collections.
How do I find my Collection ID? +
Use the list_collections tool to see all available data sets (e.g., People, Company) in your workspace along with their unique IDs.
Can I filter records by specific field values? +
Yes, the list_collection_records tool accepts an optional filter_json parameter where you can specify your search criteria.
Is it possible to track my wallet balance? +
Absolutely. Use the list_wallet_transactions tool to retrieve a history of all balance changes and transactions in your Zixflow account.
We've already built the connector for Zixflow. Just plug in your AI agents and start using Vinkius.
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